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| + | #Redirect [[Company Sign-Up Page Settings]] |
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| − | |[[Image:How.png|50px|link=]]
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| − | |This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
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| − | 1. Click the '''Sign Up Organisation''' link.
| + | {{DeprecatedPage}} |
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| − | 2. Click the '''Settings''' [[Menu|menu]].
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| − | The [[Menu|menu]] now indicates that a company sign up exists.
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| − | 3. Click the '''Contact Signup – No''' [[Menu|menu]].
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| − | The Contact sign up page for this organisation is displayed.
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| − | [[Image:ContactSignUpPage GeneralSettings.png]]
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| − | 1. Set the '''Activate Page''' to '''Yes'''.
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| − | 2. Set the following '''Mandatory''' and '''Optional''' fields.
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| − | [[Image:Sign26.png]]
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| − | 3. Set the [[Role]] to Contact.
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| − | This would include any fields associated with all [[External|external]] contacts.
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| − | 4. Click the '''Sample Template''' link for the '''Signup page Template'''.
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| − | 5. Click the '''Sample Template''' link for the '''Confirmation page Template'''.
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| − | 6. Click any '''Save''' button.
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| − | ==Previewing the Sign up Page==
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| − | Before you activate the sign up page, you should preview and ensure that the fields and formatting are suitable.
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| − | 1. Click the '''Preview''' button.
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| − | The sign up page is displayed in a separate [[Browser|browser]] window.
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| − | 2. Close the '''Preview''' window.
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| − | ==Testing a Contact Sign up Page==
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| − | You can test the sign up page by copying the sign up page [[URL]] into a new [[Browser|browser]] window and completing the form.
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| − | 1. Select the address in the sign up page [[URL]] text box.
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| − | 2. Press '''Control + C''' or choose the '''Edit Copy''' [[Menu|menu]].
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| − | 3. Launch a copy of your [[Browser]].
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| − | 4. Select the '''Address line''' in the [[Browser]].
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| − | 5. Press '''Control + V''' or choose the '''Edit Paste''' [[Menu|menu]].
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| − | 6. Press the '''Enter''' key.
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| − | The contact sign up page is displayed.
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| − | [[Image:Sign27.png]]
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| − | 7. Complete the appropriate details.
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| − | 8. Click the '''Submit''' button.
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| − | The Confirmation page is displayed.
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| − | 9. Close this [[Browser|browser]] window.
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| − | 10. Click on the '''Organisation''', '''External Contacts''' link.
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| − | [[Image:Sign28.png]]
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| − | The contact is listed under the sign up organisation.
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| − | ==See Also==
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| − | * [[Contact Sign Up Page Settings]]
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| − | {| class="wikitable" | |
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| − | |[[Image:Why.jpeg|50px|link=]]
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| − | |Click [http://wiki.smartsimple.com/wiki/Multiple_Sign-Up_Pages_per_Company_-_Why%3F here] to learn why this feature is a benefit to your organization.
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| − | |}
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| − | [[Category:System Management]][[Category:Sign-Up Features]][[Category:Contacts]][[Category:How]]
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This article is deprecated and the information contained within may no longer be correct.
